Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLB (Schlumberger Limited) | 52.85% | 79.30% | 10.84% | 12.18% | -0.29% | 0.16% | 1.79% | … | … |
Data as of 06/04/2026, Common starting date is 12/31/1981
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLB (Schlumberger Limited) | 12/31/1981 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.80 | 79.30 | 10.84 | 12.18 | -0.29 | 0.16 | 1.79 | … | … | 52.85 | 3.27 | -24.47 | -0.78 | 81.07 | 39.52 | -43.81 | 17.73 | -44.66 | -17.37 | 23.53 | -15.77 | -3.63 | 32.06 | 3.40 | -17.16 | 30.00 | 56.20 | -56.50 | 57.11 | 31.05 | 46.61 | 23.85 | 32.13 | -22.20 | -30.33 | 43.89 | 36.45 | -42.39 | 61.20 | 44.22 | 37.47 | -14.80 | 3.28 | -8.22 | 7.78 | 17.81 | 50.57 | 13.48 | -9.45 | -13.01 | -4.26 | -23.75 | 7.24 | -16.55 | 0.00 |
| Sharpe Ratio | NA | 1.93 | 0.20 | 0.31 | -0.06 | NA | NA | … | … | 3.66 | 0.01 | -1.05 | -0.13 | 1.61 | 0.97 | -0.56 | 0.48 | -1.79 | -1.00 | 0.93 | -0.61 | -0.16 | 1.52 | 0.13 | -0.43 | 0.88 | 1.13 | -0.85 | 1.69 | 0.76 | 1.74 | 0.96 | 1.19 | -0.56 | -0.75 | 0.86 | 0.78 | -0.97 | 1.64 | 1.66 | 1.51 | -0.90 | 0.05 | -0.40 | 0.13 | 0.45 | 1.73 | 0.29 | -0.28 | -0.55 | -0.37 | -1.11 | 0.03 | -0.54 | NA |
| Standard Deviation(%) | NA | 33.36 | 32.26 | 37.80 | 40.66 | NA | NA | … | … | 37.52 | 36.46 | 26.73 | 33.70 | 49.87 | 40.76 | 78.92 | 33.59 | 25.78 | 18.13 | 25.06 | 25.82 | 23.10 | 21.08 | 25.67 | 39.68 | 33.81 | 49.57 | 67.26 | 32.16 | 36.30 | 25.46 | 23.85 | 26.36 | 41.56 | 44.06 | 46.34 | 42.61 | 47.31 | 34.85 | 24.20 | 22.19 | 19.85 | 24.48 | 26.47 | 29.40 | 27.46 | 25.72 | 29.04 | 48.72 | 31.48 | 26.20 | 27.75 | 36.08 | 44.72 | 0.00 |
| Draw Down(%) | NA | 14.30 | 46.63 | 46.63 | 84.29 | NA | NA | … | … | 14.06 | 26.45 | 32.01 | 26.39 | 36.80 | 27.60 | 70.04 | 33.27 | 54.41 | 28.42 | 12.46 | 27.15 | 31.69 | 13.90 | 25.11 | 38.89 | 29.01 | 25.70 | 65.43 | 20.45 | 25.56 | 16.47 | 16.56 | 16.31 | 43.83 | 48.19 | 29.29 | 23.20 | 51.79 | 22.56 | 10.61 | 14.39 | 19.48 | 15.90 | 20.54 | 19.93 | 24.55 | 10.44 | 19.68 | 43.73 | 25.25 | 23.92 | 34.40 | 26.67 | 43.62 | 0.00 |
| Yield(%) | 0.54 | 4.36 | 2.59 | 2.60 | 1.63 | 1.69 | 1.99 | … | … | 1.48 | 2.97 | 2.12 | 1.94 | 2.05 | 2.28 | 2.18 | 5.38 | 2.88 | 2.36 | 2.89 | 2.92 | 1.80 | 1.75 | 1.96 | 1.20 | 1.25 | 1.84 | 0.84 | 1.15 | 0.97 | 1.31 | 1.38 | 1.74 | 1.41 | 0.92 | 1.37 | 13.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/31/1981
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLB (Schlumberger Limited) |
-41.93%
Mar 2017 – Mar 2020 |
-27.95%
Mar 2015 – Mar 2020 |
-12.07%
Mar 2010 – Mar 2020 |
-5.11%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLB (Schlumberger Limited) |
58.01%
Sep 2020 – Sep 2023 |
42.05%
Sep 2002 – Sep 2007 |
18.80%
Dec 1987 – Dec 1997 |
15.35%
Dec 1992 – Dec 2007 |
Annualized Rolling Returns Comparison Chart